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features
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Description

EPIC Agent CRM is a robust software solution for estate agents, meticulously crafted by ISB Technologies to meet the diverse needs of real estate professionals. The platform aims to address the most crucial and common demands of property negotiators, offering features like sophisticated property search options, smart client-property matching capabilities, and a seamless customer journey management system through its advanced integrated CRM module. Loved by agencies of varying sizes, from solo brokers to expansive multi-branch franchises, EPIC Agent CRM is a versatile tool for the real estate market. As a web-based solution, it allows real estate agencies to utilize it independently or integrate it with their existing brand websites, thereby boosting online property sales through its real-time functionalities. Furthermore, EPIC Agent CRM seamlessly connects with several property portals, including RightMove and Zoopla, expanding its reach and effectiveness in the industry. In addition, the platform’s user-friendly interface ensures that agents can easily navigate through its features, making it an indispensable tool for enhancing operational efficiency in real estate transactions.

Description

EPIC by HOC is a robust, AI-enabled platform tailored for the evolving needs of the modern Office of the CFO. Designed with flexibility in mind, EPIC empowers finance teams to automate processes, unify data across systems, and gain real-time, actionable insights—without overhauling existing infrastructure. Whether you're struggling with fragmented reporting, multi-entity data silos, or delayed decision-making, EPIC serves as a centralized financial intelligence hub to streamline operations and enhance control. Built for Finance Teams: - Automate GL postings, reconciliations & compliance workflows - Seamlessly integrate with ERP, ETRM & other systems - Ask finance questions in plain English via NLQ (Natural Language Query) - Leverage AI-like analysis to identify trends, risks & savings opportunities Why Choose EPIC? ✅ Seamless Integration with Existing Systems ✅ Centralized Multi-Entity Data Management ✅ Flexible, Real-Time Reporting ✅ Audit-Ready Accuracy & Speed ✅ Minimal Manual Intervention ✅ Tailored to Your Business Processes With 20+ years of experience serving the Energy and Financial Services industries, HOC delivers enterprise-grade solutions you can trust. Get in touch with us to know more.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alteryx No 
Azure Databricks No 
CXL No 
CognitiveScale Cortex AI Yes 
CombineHealth AI No 
Databricks No 
Greenspace Health No 
Hello Patient Yes 
IBM Cloud SAP No 
Microsoft Power BI No 
MyCabinet School Health No 
NetSuite No 
PACScribe No 
RevMaxx AI No 
ServiceNow No 
SignalPGx No 
Tableau No 
Workiva No 
Wrike No 

Integrations

Alteryx Yes 
Azure Databricks Yes 
CXL Yes 
CognitiveScale Cortex AI No 
CombineHealth AI Yes 
Databricks Yes 
Greenspace Health Yes 
Hello Patient No 
IBM Cloud SAP Yes 
Microsoft Power BI Yes 
MyCabinet School Health Yes 
NetSuite Yes 
PACScribe Yes 
RevMaxx AI Yes 
ServiceNow Yes 
SignalPGx Yes 
Tableau Yes 
Workiva Yes 
Wrike Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

On Demand. Includes one-time implementation plus user based annual licensing
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ISB Software

Country

Malta

Website

isb.mt/software-solutions/real-estate/epic-agent-crm-for-estate-agencies/

Vendor Details

Company Name

HOC Inc.

Founded

1999

Country

United States

Website

hoc.com/epic/

Product Features

Real Estate Agency

Calendar Management No 
Client / Property Matching No 
Client Database No 
Commission Management No 
Contact Management No 
Contract Management No 
Email Marketing No 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management No 
Property Database No 
Website Management No 

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

Product Features

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting No 
General Ledger Yes 
Income Statements Yes 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement Yes 

Financial Risk Management

Compliance Management Yes 
Credit Risk Management Yes 
For Hedge Funds Yes 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management Yes 
Operational Risk Management Yes 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks Yes 
Stress Tests No 
Value At Risk Calculation No 

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